Click the report name to learn more about what the report tells you and how
to find and run it.
Use these reports
To find out how well your company is doing
Profit & loss standard
How much money your company made or lost over a specific period of time.
This report is also called an income statement.
Profit & loss by
How much money your company made or lost on each business segment that is
tracked through QuickBooks classes.
The value of your company (its assets, liabilities, and equity), showing the
individual balances for each account.
The balance sheet for each aspect of your business that you are tracking by class in QuickBooks.
Statement of cash
The cash inflow (from profit and additional cash received) and cash outflow
(cash spent) during a specific period of time.
To find out how much your customers owe and when it is due.
Which customer invoices or statement charges haven't been paid and when
The payments and invoices that make up each customer's current
How much each customer owes and how much of each customer's balance is
To find out how much money your company owes and how much of it is
Your company's total purchases, broken down by
transaction, from each vendor.
Your company's total purchases from each vendor.
How much your company owes each vendor, and whether any payments are
Use this report
To find out about account activity
Recent transactions (and their subtotals) for each account in your Chart of
To find information about your employees, payroll, and payroll-related
The accumulated totals for the payroll items (taxes withheld, and so on) on each
employee's recent paychecks.
The line-by-line breakdown of each recent payroll transaction, by item.
The line-by-line breakdown of each recent payroll transaction, by
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